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Achieve Success as a Club Treasurer Club Officer Training 1313G
20

How to Succeed as Club Treasurer

May 21, 2015

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Frances Kazan

Toastmasters Leadership Training
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Page 1: How to Succeed as Club Treasurer

Achieve Success as a Club Treasurer

Club Officer Training

1313G

Page 2: How to Succeed as Club Treasurer

1311B

Presentation at Athens Toastmasters Leadership Training

By Frances Kazan (mba)Talent Manager & Business Coach

Toastmaster since 1996 Highest role in District74, Division Governor

Current Role: New Club Coordinator

[email protected] www.linkedin.com/pub/dir/Frances/Kazan

skype: frances.kazan www.slideshare.com/Frances Kazan

www.hitw.co.zawww.facebook.com/

frances.kazanwhatsapp: Frances Kazan

twitter: @fkazan

Page 3: How to Succeed as Club Treasurer

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Treasurer Role Treasurer Responsibilities Treasurer Education Resources

Treasurer

Page 4: How to Succeed as Club Treasurer

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Identify your role within the club Fulfill your responsibilities within the club and

club executive committee Find resources that help you fulfill your

responsibilities

Session Objectives

Page 5: How to Succeed as Club Treasurer

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Treasurer Role

Page 6: How to Succeed as Club Treasurer

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The Club Meeting Outside the Club Meeting The Executive Committee

Treasurer Responsibilities

Page 7: How to Succeed as Club Treasurer

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Before Club Meetings During Club Meetings

The Club Meeting

Page 8: How to Succeed as Club Treasurer

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Prepare a financial report.

Before Club Meetings

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Collect membership dues. Report on club finances.

During Club Meetings

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Prepare a budget. Provide bank with a bank signatory card. Collect and pay dues. Submit new member applications. Issue checks for club expenses. Keep financial records. Present financial reports.

Outside the Club Meeting

Page 11: How to Succeed as Club Treasurer

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Submit club accounts for audit. Attend executive committee meetings. Reconcile deposits, expenditures and cash

on hand. Ensure club meets government tax

regulations. Receive financial correspondence. Prepare for audit committee.

Outside the Club Meeting

Page 12: How to Succeed as Club Treasurer

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The Executive Committee

Page 13: How to Succeed as Club Treasurer

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Prepare a budget. Present financial reports. Submit club accounts for audit. Work with executive committee on Club

Success Plan.

Executive Committee - Your Responsibility

Page 14: How to Succeed as Club Treasurer

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How When Who What

How to Fulfill the Treasurer Responsibilities

Page 15: How to Succeed as Club Treasurer

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How will you fulfill this responsibility When will each action be completed? Who is available to help you? What materials and resources can you use?

Treasurer Responsibility Action Plan

Page 16: How to Succeed as Club Treasurer

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Treasurer Resources

Page 17: How to Succeed as Club Treasurer

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Attend district-sponsored club-officer training program.

Read materials. Meet with outgoing executive committee. Meet with outgoing treasurer. Meet with current executive committee. Review Policies and Protocol. Prepare a budget.

Getting Started

Page 18: How to Succeed as Club Treasurer

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Review records, financial reports and audit committee’s report.

Provide bank with a signatory card. Create a record-keeping system, if needed.

Getting Started

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Additional Resources

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This concludes session 2F.

Club Officer Training